+41,132.7%
RMD vs LNT
+1,796.9%
+39,335.8%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | +2.2% | -3.2% | +5.4% | +3.5% |
| 3M | +17.8% | -4.1% | +21.9% | +19.7% |
| 6M | -11.3% | -4.6% | -6.8% | -9.9% |
| YTD | -4.4% | +7.0% | -11.4% | -7.6% |
| 1Y | -15.7% | +8.3% | -24.0% | -19.0% |
| 3Y | +47.7% | +51.0% | -3.3% | +21.7% |
| 5Y | -19.2% | +30.2% | -49.4% | -30.0% |
| 10Y | +280.4% | +143.6% | +136.8% | +151.6% |
| All | +41,132.7% | +1,796.9% | +39,335.8% | +13,137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling